Multi Client Organizations - Data Source setup

Vicky shared this question 1 year ago
Answered

Hi Team,

There are 3 clients using the same datasource, my question are:

1. Once I setup Client Organization key in the main login, do I need to setup datasource in each clients login?

2. If no, should I ignore data source - usage parameters in parent org login?

Thanks,

Vicky

Comments (3)

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Hi Vicky,

Thanks for reaching out with your questions. While this is going to be somewhat dependent on your data and intentions, I'll answer the questions as I see them at face value.

1. You do not need to setup individual data sources for each Client Org. If you create the Data Source at a Default Org level, Client Organizations can target that Data Source when creating reports. You can prevent this behavior by securing the Data Source if desired, but any Public Data Source can be reported on from a Client Org level.

2. What you're referring to here (I suspect) is Client Source Substitution. Whether to use this depends on if each client has their own database or db server. Please review this post for more information on Client Source Substitution. I provide a working example to illustrate what it does, therein.

Does this answer your questions?

Thanks,

Ryan

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Hi Ryan,

Thanks for your reply, it helps.

Best wishes,

Vicky

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Hi Vicky,

Thanks for the update. I'm glad my reply was helpful. Please don't hesitate to reach out with further questions or issues.

Thanks,

Ryan